Epoch Investment Partners Inc. Makes New $15.37 Million Investment in Badger Meter, Inc. $BMI

Epoch Investment Partners Inc. purchased a new stake in Badger Meter, Inc. (NYSE:BMI) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 100,872 shares of the scientific and technical instruments company’s stock, valued at approximately $15,368,000.

Other large investors have also modified their holdings of the company. Caitong International Asset Management Co. Ltd increased its stake in shares of Badger Meter by 76.5% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 150 shares of the scientific and technical instruments company’s stock worth $26,000 after purchasing an additional 65 shares in the last quarter. Signaturefd LLC lifted its stake in Badger Meter by 15.5% in the 4th quarter. Signaturefd LLC now owns 521 shares of the scientific and technical instruments company’s stock valued at $91,000 after buying an additional 70 shares in the last quarter. Brown Brothers Harriman & Co. grew its holdings in Badger Meter by 62.3% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 185 shares of the scientific and technical instruments company’s stock valued at $33,000 after buying an additional 71 shares during the last quarter. Cardinal Capital Management grew its holdings in Badger Meter by 0.4% during the 4th quarter. Cardinal Capital Management now owns 20,165 shares of the scientific and technical instruments company’s stock valued at $3,517,000 after buying an additional 75 shares during the last quarter. Finally, Maryland State Retirement & Pension System increased its position in Badger Meter by 1.9% during the fourth quarter. Maryland State Retirement & Pension System now owns 4,316 shares of the scientific and technical instruments company’s stock worth $753,000 after buying an additional 79 shares in the last quarter. 89.01% of the stock is currently owned by institutional investors and hedge funds.

Badger Meter News Summary

Here are the key news stories impacting Badger Meter this week:

• Negative Sentiment: Badger Meter’s Q2 2026 results were mixed: earnings per share slightly beat expectations, but revenue came in below consensus and fell 6.6% year over year, while margins also weakened. Investors appeared disappointed by the softer profitability and the company’s cautious near-term outlook. Article Title
• Negative Sentiment: The company is facing a securities class action lawsuit alleging investor harm during the April 18, 2024 to April 16, 2026 period, with multiple law firms urging shareholders to act before the August 3 lead-plaintiff deadline. These notices can add overhang and uncertainty for the stock. Article Title
• Negative Sentiment: Additional legal updates from Rosen, Faruqi, Pomerantz, Schall, Bernstein Liebhard and others reinforce that litigation risk remains a major investor concern for Badger Meter (BMI). Article Title
• Neutral Sentiment: Some analysts remain constructive despite the pullback: JPMorgan and RBC both trimmed price targets but kept bullish ratings, suggesting they still see upside over the longer term. Article Title
• Neutral Sentiment: Optimistic commentary from Seeking Alpha argues the long-term thesis is intact and that project deployments could help restart earnings growth later in 2026, but this has not offset the near-term earnings and legal concerns. Article Title

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on BMI. Stifel Nicolaus set a $170.00 price target on Badger Meter and gave the stock a “buy” rating in a report on Monday, July 20th. Royal Bank Of Canada decreased their price objective on Badger Meter from $169.00 to $162.00 and set an “outperform” rating on the stock in a research note on Thursday. Robert W. Baird set a $167.00 price objective on Badger Meter and gave the stock an “outperform” rating in a research report on Thursday. Zacks Research raised shares of Badger Meter from a “strong sell” rating to a “hold” rating in a research note on Monday, July 6th. Finally, Weiss Ratings downgraded shares of Badger Meter from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, July 9th. Five equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $163.57.

Badger Meter Stock Performance

Shares of NYSE BMI opened at $126.57 on Friday. The firm has a market cap of $3.69 billion, a P/E ratio of 29.57, a price-to-earnings-growth ratio of 2.30 and a beta of 0.64. Badger Meter, Inc. has a 1 year low of $112.09 and a 1 year high of $204.00. The firm’s 50 day moving average price is $134.43 and its 200 day moving average price is $143.98.

Badger Meter (NYSE:BMI) last issued its quarterly earnings results on Wednesday, July 22nd. The scientific and technical instruments company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $1.01 by $0.01. Badger Meter had a return on equity of 18.03% and a net margin of 14.27%.The company had revenue of $220.30 million during the quarter, compared to the consensus estimate of $220.59 million. During the same period in the previous year, the firm posted $1.17 EPS. Badger Meter’s revenue was down 6.6% on a year-over-year basis. As a group, equities analysts predict that Badger Meter, Inc. will post 4.44 EPS for the current year.

About Badger Meter

Badger Meter, founded in 1905 and headquartered in Milwaukee, Wisconsin, is a global leader in flow measurement and control solutions. The company’s core business centers on the design, manufacture and sale of water meters, control valves and related accessories for municipal and industrial water utilities. Over its more than a century of operation, Badger Meter has built a reputation for precision engineering, durability and compliance with international regulatory standards.

The company’s product portfolio includes mechanical and ultrasonic water meters, electromagnetic flow meters for industrial applications, and a range of control valves that help utilities manage pressure and flow in distribution networks.